Regional Finance Representative

Responsibilities

• Prepare routine billing for designated projects in accordance with contractual agreements, accounting standards, internal controls, and within defined billing cycles or client deadlines, ensuring all billing is internally approved and sent to clients on schedule with necessary backup.
• Assist with timely review of project registrations to ensure information matches contracts, purchase orders, and standard client requirements.
• Assist with opening/closing tasks and add executed change orders to the system.
• Maintain assigned electronic project files related to financial documentation, including contracts, work authorizations, budget tracking, payment applications, client invoices, and internal approvals.
• Apply company quality assurance guidelines and procedures for project document management and retention.
• Assist Regional Finance team members with maintaining the billing schedule for all projects per contract terms or arranged schedules.
• Initiate billing for all eligible projects, generate draft invoices per client billing requirements, and send for internal review and approval.
• Escalate billing issues if no response from Project Managers during the billing timeframe.
• Finalize invoices in the billing platform and submit invoice packages, including cover pages, applications for payment, lien waivers, and other applicable backup per client requirements.
• Distribute invoices to external clients via mail, email, or client portal uploads.
• Assist with CMELMS responsibilities assigned to regional finance staff.
• Perform routine collections efforts, including phone calls or emails to clients regarding past due invoices.
• Document all collection activities in the collections tool, including invoice submission details, expected payment dates, and follow-up communications.
• Follow up on all invoices open past terms or average days paid.
• Collaborate with Project Managers, Operational Finance, Corporate Collections, and direct supervisor to resolve outstanding accounts receivable issues.
• Fill out onboarding forms for new suppliers not currently in the procure-to-pay system.
• Create requisitions for all goods or services purchases.
• Create receipts for invoices once goods or services are received and verified.
• Perform office credit card reconciliations in the expense report portal.
• Follow safety rules and practices, participate in pre-task planning, and report any safety issues or concerns to management.
• Maintain quality standards on all projects.
• Perform other duties as assigned.

Requirements

• Associate’s degree in a related field, or a high school diploma or equivalent plus a minimum of 2 years’ accounting-related experience.
• Attention to detail and accuracy.
• Good communication skills for internal coordination.
• Ability to follow instructions and meet deadlines.
• A valid driver’s license with acceptable violation history may be required.